Hilbert Investment Solutions launches UK Conditional Quarterly Autocall Issue 7

Hilbert Investment Solutions has launched ‘UK Conditional Quarterly Autocall Issue 7’ a new structured product which aims to provide investors a return of 7% per annum.

The plan is now available through direct investment, ISA or a self-invested pension plan (SIPP). It aims to pay investors 1.75% per quarter depending on the performance of the FTSE 100 index.

‘UK Conditional Quarterly Autocall Issue 7’ features a 10-year investment term capable of maturing early if the closing level of the FTSE 100 index is at least equal to 105% of its opening level on any quarterly measurement date from 25thJune 2021.

Should this happen, then the investor will receive the income payment for that quarter, and the repayment of their investment in full at this point.

Hilbert’s Founding Partner Steve Lamarque said, “Structured products have become a popular choice for UK investors as they provide the ability to complement existing income streams by providing an enhanced level of return, a feature highly sought after by IFAs and those in retirement”.

Notes to editors

About UK Conditional Quarterly Autocall Issue 7

  1. UK Conditional Quarterly Autocall issue 7 will be issued by Citigroup Global Markets Funding Luxembourg S.C.A. (‘Citigroup’) and administrated by Hilbert Investment Solutions

  1. The maximum investment term will be up to 10 years and is linked to the performance of the FTSE 100 index.

  1. The counterparty credit rating is A+ with S&P and the minimum investment amount is £5,000

The investor will receive an income payment of 1.75% for each quarterly measurement date that the closing level of the FTSE 100 index is at least equal to 80% of its opening level.

The income is paid gross. If the closing level of the FTSE 100 indexis below 80% of its opening level on a quarterly measurement date, no income will be paid for that quarter. Once the plan has matured, no further income will be paid.

More/…

Hilbert Investment Solutions has launched ‘UK Conditional Quarterly Autocall Issue 7’ a new structured product which aims to provide investors a return of 7% per annum.

The plan is now available through direct investment, ISA or a self-invested pension plan (SIPP). It aims to pay investors 1.75% per quarter depending on the performance of the FTSE 100 index.

‘UK Conditional Quarterly Autocall Issue 7’ features a 10-year investment term capable of maturing early if the closing level of the FTSE 100 index is at least equal to 105% of its opening level on any quarterly measurement date from 25thJune 2021.

Should this happen, then the investor will receive the income payment for that quarter, and the repayment of their investment in full at this point.

Hilbert’s Founding Partner Steve Lamarque said, “Structured products have become a popular choice for UK investors as they provide the ability to complement existing income streams by providing an enhanced level of return, a feature highly sought after by IFAs and those in retirement”.

Notes to editors

About UK Conditional Quarterly Autocall Issue 7

  1. UK Conditional Quarterly Autocall issue 7 will be issued by Citigroup Global Markets Funding Luxembourg S.C.A. (‘Citigroup’) and administrated by Hilbert Investment Solutions

  1. The maximum investment term will be up to 10 years and is linked to the performance of the FTSE 100 index.

  1. The counterparty credit rating is A+ with S&P and the minimum investment amount is £5,000

The investor will receive an income payment of 1.75% for each quarterly measurement date that the closing level of the FTSE 100 index is at least equal to 80% of its opening level.

The income is paid gross. If the closing level of the FTSE 100 indexis below 80% of its opening level on a quarterly measurement date, no income will be paid for that quarter. Once the plan has matured, no further income will be paid.

More/…

About Hilbert Investment Solutions

The firm was established in 2012 by former Old Mutual head of structured products Steve Lamarque to specialise in cross asset, structured solutions covering equities, rates and commodities.

Hilbert specialises in innovative, forward-looking investment solutions, often tailored to individual client needs. The team can design structures to meet a specific performance target, match a particular appetite for risk or satisfy environmental or social responsibility expectations.

Hilbert believes that delivery is just as important as structuring, with ongoing client support including high quality research which enables distributers to explain the rationale behind the tools and ideas and how they fit within investment portfolios.

In 2016, Hilbert joined the UK Structured Products Association and aligned itself to the UKSPA Code, utilising its product risk rating.

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